Our Latest Financial Planning Insights

As we move through a period of ongoing market uncertainty, staying informed and maintaining a balanced perspective remains key. Our latest Prepare for Life newsletter for Autumn 2026 brings together a range of insights focused on building resilience, protecting what matters, and supporting long-term financial well-being. Prepare for Life Autumn 2026: Protect & Grow Wealth in Uncertain Times This edition explores the importance of balancing growth and protection in your overa

This market update for February 2026 reflects a period in which markets have continued to navigate a mix of strong corporate earnings, evolving interest rate expectations, and ongoing geopolitical developments. While recent headlines have focused on tensions in the Middle East and shifts within the technology sector, market performance has remained broadly resilient. Australian equities delivered solid returns over February, supported by strong results from banks and resource

Market Update: Middle East Tensions Recent events in the Middle East have created short-term volatility across global markets. In this Middle East market update , we share perspective on the situation and what it may mean for investors. You can read the full market update: We will continue to provide updates if conditions materially change following this Middle East market update. If you have any questions about your portfolio or would like to discuss your position, please fe

As we begin 2026, our 2025 Year in Review provides an opportunity to reflect on a year that delivered solid outcomes for investors, despite periods of volatility, policy uncertainty and geopolitical tension. This report looks back at the major market and economic developments that shaped investment conditions throughout 2025, offering a perspective on how markets responded as the year unfolded. 2025 Year in Review: key themes from the year Over 2025, global equity markets rec

As 2025 drew to a close, investment markets delivered solid returns despite ongoing economic and geopolitical uncertainty. In our latest Investment Insights , we look at the key themes shaping markets heading into 2026, including global growth, inflation, interest rates, and the continued impact of artificial intelligence across the economy. This quarterly update is designed to provide perspective on current market conditions and highlight the broader forces influencing inves

Our Monthly Market Update for November 2025 provides an overview of recent market performance and key economic developments across Australia and global markets. This update summarises how markets responded to shifting interest rate expectations, inflation data and investor sentiment during the month, drawing on insights from our investment partner, Quilla. Summary Market performance was mixed in November, with heightened volatility creating a clear divide between defensive an